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Disclosery

Kaizen Financial Strategies: SMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kaizen Financial Strategies on SMR, newest first. How the timeline and the estimate are built.

Kaizen Financial Strategies held 12,956 SMR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,956 shares
    Change vs previous 13F -502 shares

    0.04% of the 13F portfolio, value $102,352.

    13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,458 shares
    Change vs previous 13F -2,404 shares

    0.05% of the 13F portfolio, value $136,599.

    13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 15,862 shares
    Change vs previous 13F +687 shares

    0.08% of the 13F portfolio, value $180,985.

    13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 15,175 shares
    Change vs previous 13F -3,440 shares

    0.09% of the 13F portfolio, value $215,030.

    13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 18,615 shares
    Change vs previous 13F +2,974 shares

    0.27% of the 13F portfolio, value $604,243.

    13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,641 shares
    Change vs previous 13F +1,200 shares

    0.31% of the 13F portfolio, value $618,758.

    13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 14,441 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $204,485.

    13F-HR 0001085146-25-001936 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).